PSA Backlog Dashboard

The PSA Backlog dashboard enables you to:

  • View key performance indicators (KPIs) for your backlog and your unscheduled backlog.
  • View your backlog and unscheduled backlog data, including additional information, such as the project status, project bookings value, project billable hours, and unscheduled revenue.

The dashboard is created as part of the PS Cloud Advanced Analytics app.

PSA Backlog Dashboard Guide

By default, the PSA Backlog dashboard displays data for the current fiscal quarter and only includes scheduled backlog amounts.

PSA Backlog dashboard schematic highlighting the key elements of the dashboard.

The dashboard displays data from theBacklogdataset. For more details about the fields used in the dashboard calculations, seeBacklog Dataset PS Cloud Analytics Output Fields.

PSA Backlog Dashboard Elements

Element Number

Name

Description

Calculation

Referenced Calculation
1. View By Picker for Backlog By RPG Bar Chart Defines the data displayed in the Backlog By RPG bar chart. Backlog Amount grouped by Project Region Level 00 and Region Level 01 and stacked by Backlog Type. Data displayed responds to selections. Displays data by region.
Backlog Amount grouped by Project Practice Level 00 and Practice Level 01 and stacked by Backlog Type. Data displayed responds to selections. Displays data by practice.
Backlog Amount grouped by Project Group Level 00 and Group Level 01 and stacked by Backlog Type. Data displayed responds to selections. Displays data by group.
2. Backlog By RPG Bar Chart Displays the total backlog amount for the value selected in the view by picker (1). Backlog Amount filtered by Time Period Type = Week or Month, Has Project = Yes, and Time Period Start Date = This fiscal quarter. Data displayed responds to selections. None
3. Backlog KPI Total backlog amount. Backlog Amount filtered by Time Period Type = Week or Month, Has Project = Yes, and Time Period Start Date = This fiscal quarter. Data displayed responds to selections. None
4. Backlog Time Period Stacked Chart Displays the total backlog amount on project status by month.

Backlog Amount grouped by Time Period Start Date (Year-Month) and stacked by Project Status.

Filtered by Time Period Type = Week or Month, Has Project = Yes, and Time Period Start Date = This fiscal quarter. Data displayed responds to selections.

 None
5. View By Picker for Backlog By Account or Project Bar Chart

Defines the data displayed in the Backlog By account or project bar chart.

Tip: Use this functionality to have a more detailed view of your backlog data.
For example, you can click Account to show the account names the current projects belong to in the summary chart.
 Account Displays data by account.
Project Displays data by project.
6. Backlog By Account or Project Bar Chart Displays the total backlog amount for the value selected in the view by picker (5). Backlog Amount grouped by Account Name or Project Name and filtered by Time Period Type = Week or Month, Has Project = Yes, and Time Period Start Date = This fiscal quarter. Data displayed responds to selections. None
7. View By Picker for Backlog By Opportunity, Project Manager, Stage, or Type Bar Chart Defines the data displayed in the Backlog By opportunity, project manager, stage, or type bar chart. Opportunity Displays data by opportunity.
Project Manager Displays data by project manager.
Stage Displays data by stage.
Type Displays data by type.
8. Backlog By Opportunity, Project Manager, Stage, or Type Bar Chart Displays the total backlog amount for the value selected in the view by picker (8). Backlog Amount grouped by Opportunity, Project Name, Project Manager, Stage, or Type and filtered by Time Period Type = Week or Month, Has Project = Yes, and Time Period Start Date = This fiscal quarter. Data displayed responds to selections. None
9. Account Details list Details the backlogs amounts for all accounts. Data can be organized by account name, type, or stage. Backlog Amount grouped by Account Name, Stage, or Type and filtered by Time Period Type = Week or Month, Has Project = Yes, and Time Period Start Date = This fiscal quarter. Data displayed responds to selections. None

Managing Filters

By default, the filters panel is displayed in this dashboard. To hide the filters click . Click to show the filters. To change a filter selection, ensure the filter panel is displayed in the dashboard. Hiding the filter panel also hides the drop-down menus from the cards that have them enabled.

Your filter selections determine the data displayed on the dashboard. To set or change your filters, use the following drop-down options:

  • Backlog Calculation: select the backlog calculation you want to view data for. You can select multiple backlog calculations to visualize in the dashboard charts.
    • Time Period Type: select the time period type you want to group the data by. Only the time period types available for the selected backlog calculation are displayed. For example, if you create and select a calculation that uses both weekly and monthly time period types, you can only select between those two time period types for this filter.
  • Date: select the time period you want to view data for. You can select between fiscal year, fiscal quarter, calendar year, calendar quarter, calendar month, and day. You can also select all time or custom to input the time period of your choosing.
  • Backlog Type: select the backlog type you want to view data for.
  • Billing Type: select the billing type you want to view data for.
  • Stage: select the stage of the project you want to view data for.
  • Region: select the region, according to your PSA region, practice, and group settings, you want to view data for.
  • Practice: select the practice, according to your PSA region, practice, and group settings, you want to view data for.
  • Group: select the group, according to your PSA region, practice, and group settings, you want to view data for.
  • Account: select the account whose related projects you want to view the data for. You can also select All to view data from all accounts.
  • Project Name: select the project by name you want to view the data for. You can also select All to view data from all projects.
  • Project Manager: select the project manager whose assigned projects you want to view the data for. You can also select All to view data from all projects.

The following filters are available on thePSA Backlogdashboard. For more information about the dataset fields that provide the values for the dashboard filters, seeBacklog Dataset PS Cloud Analytics Output Fields.

PSA BacklogDashboard Filters

Name

Description

Source of Filter Options
Account Select the specific accounts to filter by, and apply the relevant operators to include or exclude them from the displayed data. Dataset field:Account Name

Backlog Calculation

Select the specific backlog calculations to filter by.

Dataset field:Backlog Calculation Name

Billing Type

Select the specific billing types to filter by, and apply the relevant operators to include or exclude them from the displayed data.

Dataset field:Project Billing Type

Date

Select a specific time period to filter by, or select "Custom" to create your own time period to filter by.

Filtered by theTime Period End Datedataset field, but the value from theTime Period Namedataset field is displayed in the picklist.

Group

Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data.

Dataset field:Project Group Name

Practice

Select the specific practices to filter by, and apply the relevant operators to include or exclude them from the displayed data.

Dataset field:Project Practice Name

Project Manager

Select the specific project managers to filter by, and apply the relevant operators to include or exclude them from the displayed data.

 Dataset field:Project Manager Name

Project Name

Select the specific projects to filter by, and apply the relevant operators to include or exclude them from the displayed data.

 Dataset field:Project Name

Region

Select the specific regions to filter by, and apply the relevant operators to include or exclude them from the displayed data.

 Dataset field:Project Region Name
Stage Select the specific stages of the project to filter by, and apply the relevant operators to include or exclude them from your filters. Dataset field:Project Stage

Time Period Type

Select a specific time period type to filter by. Only the time period types for the selected backlog calculation are available for selection.

 Dataset field:Time Period Type

For more information about dashboard functionality, see Using the Dashboards Charts.